Topics of MB-240: Microsoft Dynamics 365 for Field Service Exam

Candidates should apprehend the examination topics before they begin of preparation. because it'll extremely facilitate them in touch the core. Our MB-240 exam dumps will include the following topics:

1. Configure field service applications (20-25%)

Configure general settings

• Set defaults for work orders, bookings, the schedule board, and agreements
• Implement resource roles and categories
• Identify and configure field service entities
• Configure territories, postal codes and organizational units
• Configure characteristics and skills
• Determine and configure skill types
• Determine and configure product and service categories
• Determine and configure field service security roles
• Configure proficiency models
• Determine and configure resource scheduling options

Configure product and service pricing

• Associate products and services with price lists
• Add products and services to incidents
• Configure minimum charge amount and duration
• Set up price list validity dates
• Determine when a product has a default list price and a work order price list
• Create a product or service
• Define tax codes

Configure bookable resources

• Manage bookable resources
• Define start and end locations for resources
• Set up resource pools and crews
• Enable mapping functionality
• Configure geocoding
• Set up bookable resource territories
• Define work hours for resources
• Set up bookable resource categories, characteristics, and resource pay types

Integrate other tools with Field Service

• Benefits of using Resource Scheduling Optimization
• Using Push Notifications on the mobile app
• Determine uses for Remote Assist
• Benefits of Connected Field Service

2. Manage work orders (15-20%)

• Configure uses and capabilities for billing accounts, service accounts, and sub-accounts
• Configure work orders, work order types, and priority
• Configure booking status and work order status values
• Configure work order lifecycle stages

Create and manage work orders

• Add status and sub-status information to a work order
• Create a work order from an incident or an opportunity
• Organize work orders and resources by geography
• Identify processes to close a work order
• Associate a work order and a price list

Manage incidents

• Attach Guides to Service Tasks
• Configure incident types
• Configure Requirement Groups
• Configure Requirement Groups
• Configure service task types
• Add service tasks, products, and services

3. Schedule and dispatch work orders (20-25%)

Manage scheduling options

• Determine when to use each scheduling option
• Reassign and reschedule work orders
• Enable scheduling board geocoding
• Schedule work orders using Schedule Board and Schedule Assistant
• Understand resource utilization
• Move incomplete work orders
• Manually schedule work orders

Implement the Schedule Board

• Customize the schedule board
• Define booking rules
• Implement the integrated map feature
• Facility Scheduling
• Configure schedule boards
• Identify features and uses for Booking Requirements view
• Create additional schedule boards

Implement the Schedule Assistant

• Filter data
• Specify a search radius
• Apply constraints to resource queries

Configure Resource Scheduling Optimization (RSO)

• Define objectives and constraints
• Geocoding for travel time
• Configure optimization of resources
• Create optimizing profiles

Configure Universal Resource Scheduling

• Create requirement views
• Determine Universal Resource Scheduling use scenarios
• Components of Universal Resource Scheduling
• Configure URS for field service
• Fields passed from work order to requirements
• Configure an entity to be schedulable

4. Manage field service mobility (10-15%)

Install and configure the mobile app

• Configure display customizations
• Configure the mobile app
• Integrate with Dynamics 365 Guides
• Add Guides to HoloLens app
• Administer connected devices
• Assign security roles
• Configure actions that field agents can perform

Manage mobile projects

• Mobile Device Management, security and synchronization
• identify project artifacts that can be modified or edited
• Modify configuration settings
• Publish a mobile project

5. Manage inventory and purchasing (10-15%)

Manage inventory

• View product inventory
• Adjust inventory levels
• Transfer inventory
• Set up inventory and warehouses
• Determine when to integrate inventory with Enterprise Resource Planning application

Manage purchasing and product returns

• Determine the purchase order process
• Finalize returns
• Determine product return options
• Create a list of receivable products for a purchase order
• Create return merchandise authorizations (RMAs) and return to vendor (RTV)
• Create purchase orders

6. Manage assets and agreements (10-15%)

Create and manage agreements

• Configure automatic generation of bookings
• Configure automatic generation of invoices
• Enable SLAs
• Add an SLA to a Work Order
• Define and configure agreement preferences and settings
• Determine when to use agreements
• Using Entitlements
• Define Service Level Agreements (SLAs)

Manage customer assets

• Create and register customer assets
• Configure products to auto-create customer assets
• Configure Connected Field Service
• Manage IoT devices
• Create child assets
• Associate work orders with customer assets
• Determine opportunities for Internet of Things (IoT)

Reference: https://www.microsoft.com/en-us/learning/exam-mb-240.aspx

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The Microsoft MB-240 exam is dedicated to Dynamics 365 Customer Engagement Functional Consultants who have Field Service experience. These specialists have the necessary experience to implement solutions and manage resources that help them complete the field service lifecycle.

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